See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,870 | $48,076-81.6% | $78,689-88.7% | $62,891-85.9% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 21.29% | 31.35%-10.1pp | 62.18%-40.9pp | 20.14%+1.1pp |
| Employer contribution / active EE | $231 | $2,015-88.5% | $2,851-91.9% | $2,281-89.9% |
| Participant deferral / active EE | $1,337 | $2,588-48.3% | $3,517-62.0% | $3,203-58.2% |
| Admin fee / account holder | $199 | $3,207-93.8% | $4,510-95.6% | $4,296-95.4% |